科学仪器新风口：“深地经济” 纳入国家战略布局

Core Viewpoint - The "Deep Earth Economy" has been officially recognized as a strategic emerging industry in China's 14th Five-Year Plan, indicating a significant opportunity for the scientific instrument sector to evolve and innovate in response to technological advancements [1][2]. Summary by Sections Definition of Deep Earth Economy - The "Deep Earth Economy" refers to economic activities that occur underground, including oil and gas resource development, deep coal mining, underground infrastructure construction, geothermal energy utilization, and urban underground space engineering [2]. Instruments and Equipment Involved - A variety of advanced scientific instruments are essential for deep earth exploration, development, and utilization, including: - Geological exploration instruments: sonar detection systems, geological imaging devices, transient electromagnetic equipment, and oil and gas exploration instruments - Rock mechanics and experimental instruments: rock mechanics testing systems, multi-field coupling experimental devices, and nuclear magnetic resonance analyzers - Monitoring and safety instruments: deep earth monitoring systems and geological disaster monitoring equipment - Commonly known oil and mineral analysis instruments: gas chromatographs, petroleum liquefied gas analyzers, density measurement instruments, and viscometers [4]. Market Outlook for Deep Earth Instruments - The market size for instruments related to the "Deep Earth Economy" is expected to reach 3-5 trillion yuan during the 14th Five-Year Plan, with ongoing policy benefits driving explosive growth, particularly in fields such as superhard materials, intelligent drilling, and geological monitoring [5]. Technological Development Needs - There is significant room for technological advancement in the instruments used for oil analysis and exploration. Traditional methods are slow and costly, failing to meet modern production demands. The shift in requirements from slow analysis to rapid precision and from laboratory analysis to in-situ measurements is reshaping the instrument market landscape [6]. Conclusion - The recent signals from the Ministry of Natural Resources indicate a promising future for related companies, such as ShenKai Co., in the stock market. The combination of policy support and market demand is expected to drive the upgrade of instrument equipment, presenting a rare historical opportunity for domestic instruments [7].